Portfolio

The Portfolio section provides a consolidated view of your holdings, balances, and performance. It is the primary workspace for monitoring portfolio value, yield metrics, and owned assets.

• The top summary blocks display Portfolio Value, Total Yield, Accrued Yield, and Available Balance (USDC).

• Values update as portfolio activity and yield accruals are recorded.

KPI definitions

• Portfolio Value: total value of all holdings (Assets + USDC + OAT), displayed in USD.

• Total Yield: total yield generated by your holdings (includes settled/credited yield and accrued yield).

• Accrued Yield: yield earned that is recorded but not yet credited/settled to Available Balance (USDC).

• Available Balance (USDC): currently available USDC balance shown in the account.

• Use the timeframe selector (1D, 1W, 30D, All time) to adjust performance views.

• Composition panels summarize portfolio allocation (Assets / USDC / OAT) and asset category distribution.

• Best performing (asset): shows the asset with the strongest share price performance over the selected timeframe (price change only; excludes yield).

• Highest yield (asset): shows the asset with the highest yield metric over the selected timeframe based on your holdings (as displayed in the UI).

• The portfolio value chart displays the total portfolio value over time (Assets + USDC + OAT) in USD.

• Hovering a point shows the value and its percentage deviation vs the previous day.

• The composition chart breaks down portfolio allocation into Assets, USDC, and OAT with % and USD values.

• Values reflect the current portfolio snapshot for the selected timeframe.

• The asset categories chart breaks down owned asset value by category (for example: Commercial, Industrial, Special Purpose) with % and USD values.

• Categories reflect the classification shown on each asset’s page.

• The assets value chart displays the total value of assets only over time in USD.

• Hovering a point shows the value and its percentage deviation vs the previous day.

• Use the tabs to switch portfolio view.